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Joel Greenblatt

Joel Greenblatt
13F

Gotham Asset Management, LLC
Last update 2022-05-16 1114 Stocks (160 new)
Value $3.23 Bil Turnover 25 %
Top Holdings: GSPY(7.50%) SPY(4.40%) MSFT(1.87%) AAPL(1.71%) GOOGL(1.37%)
Portfolio Report

Joel Greenblatt Profile

Known for the invention of Magic Formula Investing, and founder of the New York Securities Auction Corporation (NYSAC), Greenblatt is founder and managing partner of Gotham Asset Management, LLC. He is the author of two investment books, including "The Little Book that Beats the Market." He is also an Adjunct Professor with Columbia Business School.

Joel Greenblatt Investing Philosophy

Greenblatt tries to find cheap and good companies. He looks for value with a catalyst, so nice things happen sooner. Greenblatt likes special situations, and thinks that they are simply different places to find cheap stocks. In his own hedge fund, Greenblatt uses the basic principals in the Magic Formula: Look for high ROC and high earnings yield. He tries to figure out what "normalized earnings" will be 3-4 years into the future. Greenblatt makes sure the stock is very cheap based on normalized earnings. You can view the Magic Formula Stocks on the following page: https://www.gurufocus.com/screener/magic-formula
Summary Stock Picks Current Portfolio
Tutorials

Joel Greenblatt Latest Trades

Ticker Company Date Action Impact % Price Range Price Price Change from Avrg% Comment Current Shares
SPY 		S&P 500 ETF TRUST ETF2022-03-31Add
+1.39%
●
414.96 ($444.05) 476.23
$377.77
-14.93%
Add 46.4%
314,344
QCOM 		Qualcomm Inc2022-03-31Add
+0.47%
●
141.29 ($168.05) 188.69
$123.83
-26.31%
Add 209.26%
148,448
IEMG 		iShares Core MSCI Emerging Markets ETF2022-03-31New Buy
+0.45%
●
51.27 ($57.78) 62.07
$47.91
-17.08%
New holding
260,811
META 		Meta Platforms Inc2022-03-31Add
+0.43%
●
186.63 ($250.52) 338.54
$166.05
-33.72%
Add 60.75%
166,498
GSPY 		Gotham Enhanced 500 ETF2022-03-31Add
+0.43%
●
22.71 ($24.13) 25.68
$20.78
-13.88%
Add 6.09%
9,843,539
ITOS 		ITeos Therapeutics Inc2022-03-31New Buy
+0.42%
●
31.92 ($36.35) 47.45
$20.79
-42.82%
New holding
141,165
U 		Unity Software Inc2022-03-31Add
+0.37%
●
74.35 ($103.74) 138.65
$41.20
-60.29%
Add 2819.66%
122,830
PYPL 		PayPal Holdings Inc2022-03-31Add
+0.33%
●
93.61 ($133.33) 194.94
$74.18
-44.36%
Add 178.99%
143,399
FDX 		FedEx Corp2022-03-31Add
+0.32%
●
201.09 ($235.12) 264.91
$230.41
-2%
Add 715.85%
51,162
CAT 		Caterpillar Inc2022-03-31Reduce
-0.27%
●
182.83 ($209.75) 229.87
$171.60
-18.19%
Reduce -80.66%
9,894
KO 		Coca-Cola Co2022-03-31Reduce
-0.27%
●
57.88 ($60.85) 62.85
$62.95
3.44%
Reduce -49.14%
144,438
INTC 		Intel Corp2022-03-31Reduce
-0.27%
●
44.4 ($49.59) 55.91
$36.27
-26.86%
Reduce -40.94%
237,899
WMT 		Walmart Inc2022-03-31Reduce
-0.27%
●
133.53 ($140.86) 149.87
$123.39
-12.40%
Reduce -42.02%
80,934
AMD 		Advanced Micro Devices Inc2022-03-31Add
+0.25%
●
102.25 ($119.57) 150.24
$74.72
-37.51%
Add 304.04%
96,048
CE 		Celanese Corp2022-03-31Reduce
-0.25%
●
133.62 ($152.91) 173.82
$111.34
-27.19%
Reduce -82.3%
9,647
MRNA 		Moderna Inc2022-03-31Add
+0.25%
●
126.46 ($168.57) 235.05
$153.65
-8.85%
Add 160.14%
74,324
GOLD 		Barrick Gold Corp2022-03-31Reduce
-0.24%
●
18.02 ($21.51) 25.36
$17.15
-20.27%
Reduce -90.35%
42,935
GE 		General Electric Co2022-03-31Add
+0.23%
●
85.38 ($95.83) 103.16
$61.31
-36.02%
Add 1395.18%
88,320
DD 		DuPont de Nemours Inc2022-03-31Add
+0.22%
●
68.81 ($77.87) 84.97
$53.69
-31.05%
Add 206.45%
142,969
EFA 		iShares MSCI EAFE ETF2022-03-31New Buy
+0.22%
●
66.84 ($74.79) 79.66
$60.83
-18.67%
New holding
98,682
LYV 		Live Nation Entertainment Inc2022-03-31Reduce
-0.21%
●
100.31 ($114.18) 126.04
$85.17
-25.41%
Reduce -90.79%
5,533
MDT 		Medtronic PLC2022-03-31Reduce
-0.21%
●
100.58 ($105.61) 112.38
$89.94
-14.83%
Reduce -40.49%
95,205
NOC 		Northrop Grumman Corp2022-03-31Reduce
-0.21%
●
369.75 ($412.35) 477.95
$457.19
10.87%
Reduce -69.02%
7,326
AVGO 		Broadcom Inc2022-03-31Add
+0.20%
●
533.23 ($593.78) 670.92
$470.71
-20.73%
Add 187.61%
15,879
EMR 		Emerson Electric Co2022-03-31Reduce
-0.20%
●
89.51 ($94.69) 99.06
$78.73
-16.85%
Reduce -78.76%
17,908
ABT 		Abbott Laboratories2022-03-31Add
+0.19%
●
114.02 ($123.92) 139.04
$108.39
-12.53%
Add 87.37%
110,809
ACN 		Accenture PLC2022-03-31Add
+0.19%
●
301.62 ($337.27) 407.21
$272.12
-19.32%
Add 91.34%
37,584
AEP 		American Electric Power Co Inc2022-03-31New Buy
+0.19%
●
84.64 ($91.27) 99.77
$92.96
1.85%
New holding
62,259
CHTR 		Charter Communications Inc2022-03-31Add
+0.19%
●
545.52 ($587.53) 647.58
$476.46
-18.90%
Add 96.89%
23,245
PG 		Procter & Gamble Co2022-03-31Add
+0.19%
●
143.22 ($156.55) 164.21
$144.05
-7.98%
Add 71.02%
96,798
SHW 		Sherwin-Williams Co2022-03-31Reduce
-0.19%
●
233.59 ($276.59) 339.12
$240
-13.23%
Reduce -93.26%
1,167
D 		Dominion Energy Inc2022-03-31Reduce
-0.17%
●
77.16 ($80.28) 85.43
$78.29
-2.48%
Reduce -93.35%
4,624
HUBS 		HubSpot Inc2022-03-31New Buy
+0.17%
●
385.67 ($484.32) 607.59
$329.51
-31.96%
New holding
11,789
MRK 		Merck & Co Inc2022-03-31Reduce
-0.17%
●
73.51 ($78.84) 82.4
$91.34
15.85%
Reduce -27.72%
178,209
OC 		Owens-Corning Inc2022-03-31Reduce
-0.17%
●
80.8 ($92.02) 100.8
$76.78
-16.56%
Reduce -82.76%
12,124
REGN 		Regeneron Pharmaceuticals Inc2022-03-31Reduce
-0.17%
●
595.12 ($632.11) 698.43
$586.95
-7.15%
Reduce -36.19%
15,100
ADSK 		Autodesk Inc2022-03-31Add
+0.16%
●
188.7 ($230.58) 283.72
$176.08
-23.64%
Add 345.04%
31,242
BLDR 		Builders FirstSource Inc2022-03-31Add
+0.16%
●
64.19 ($72.67) 85.42
$58.27
-19.82%
Add 300.25%
103,556
CSCO 		Cisco Systems Inc2022-03-31Add
+0.16%
●
53.18 ($56.67) 63.16
$41.41
-26.93%
Add 35.26%
355,142
CMCSA 		Comcast Corp2022-03-31Add
+0.16%
●
44.97 ($48.19) 51.68
$39.48
-18.07%
Add 113.48%
207,165
PFE 		Pfizer Inc2022-03-31Reduce
-0.16%
●
45.75 ($51.88) 56.69
$50.87
-1.96%
Reduce -22.01%
291,293
PINS 		Pinterest Inc2022-03-31Reduce
-0.16%
●
22.37 ($27.34) 36.41
$20.21
-26.06%
Reduce -64.6%
73,712
SBUX 		Starbucks Corp2022-03-31Add
+0.16%
●
79.29 ($94.44) 116.68
$78.74
-16.62%
Add 615.19%
67,857
CVX 		Chevron Corp2022-03-31Add
+0.15%
●
119.26 ($143.03) 170.9
$140.13
-2.03%
Add 75.66%
68,395
DDOG 		Datadog Inc2022-03-31Add
+0.15%
●
118.76 ($146.35) 174.6
$107.94
-26.25%
Add 774.96%
35,786
EXPD 		Expeditors International of Washington Inc2022-03-31Add
+0.15%
●
98.18 ($110.38) 130.79
$95.80
-13.21%
Add 133.05%
82,763
KHC 		The Kraft Heinz Co2022-03-31Reduce
-0.15%
●
34.29 ($37.47) 40.4
$37.68
0.56%
Reduce -46.97%
143,470
EL 		The Estee Lauder Companies Inc2022-03-31Add
+0.15%
●
250.38 ($301.28) 371.86
$256.88
-14.74%
Add 331.57%
22,882
MDB 		MongoDB Inc2022-03-31Add
+0.15%
●
279.98 ($391.07) 487.56
$301.05
-23.02%
Add 738.38%
12,299
UPS 		United Parcel Service Inc2022-03-31Reduce
-0.15%
●
194.83 ($212.34) 232.11
$183.04
-13.80%
Reduce -30.4%
50,462
JNJ 		Johnson & Johnson2022-03-31Reduce
-0.14%
●
158.14 ($170.01) 179.59
$176.05
3.55%
Reduce -23.88%
78,067
PPL 		PPL Corp2022-03-31Reduce
-0.14%
●
25.45 ($28.2) 30.25
$26.55
-5.83%
Reduce -31.55%
311,108
SPR 		Spirit AeroSystems Holdings Inc2022-03-31Add
+0.14%
●
38.36 ($46.88) 53.11
$30.12
-35.75%
Add 739.62%
107,681
TSN 		Tyson Foods Inc2022-03-31Add
+0.14%
●
85.5 ($91.24) 99.09
$83.78
-8.18%
Add 58.02%
139,242
XLNX Xilinx Inc2022-03-31Sold Out
-0.14%
●
173.16 ($197.27) 225.2
$194.92
-1.19%
Sold Out
0
ALB 		Albemarle Corp2022-03-31Sold Out
-0.14%
●
172.09 ($211.24) 246
$199.10
-5.74%
Sold Out
0
CRL 		Charles River Laboratories International Inc2022-03-31Add
+0.13%
●
255.51 ($308.86) 362.11
$219.77
-28.84%
Add 297.68%
19,184
CME 		CME Group Inc2022-03-31Add
+0.13%
●
220.13 ($234.7) 250.76
$202.58
-13.69%
Add 339.08%
22,459
DIS 		The Walt Disney Co2022-03-31Add
+0.13%
●
129.03 ($144.79) 157.89
$96.09
-33.63%
Add 234.86%
41,473
FICO 		Fair Isaac Corp2022-03-31Add
+0.13%
●
416.77 ($471.97) 523.43
$407.44
-13.67%
Add 325.53%
12,068
IP 		International Paper Co2022-03-31Add
+0.13%
●
40.98 ($46.11) 49.5
$40.96
-11.17%
Add 70.52%
220,713
PAYC 		Paycom Software Inc2022-03-31Add
+0.13%
●
294.58 ($335.09) 404.94
$307.82
-8.14%
Add 154.35%
20,666
OSK 		Oshkosh Corp2022-03-31Sold Out
-0.13%
●
100.65 ($112.52) 124.5
$80.43
-28.52%
Sold Out
0
AAPL 		Apple Inc2022-03-31Add
+0.12%
●
150.62 ($168.23) 182.01
$140.01
-16.77%
Add 7.29%
316,578
EXC 		Exelon Corp2022-03-31Reduce
-0.12%
●
39.55 ($42.31) 47.63
$42.92
1.44%
Reduce -60%
60,276
IBM 		International Business Machines Corp2022-03-31Add
+0.12%
●
121.35 ($130.38) 138.22
$135.91
4.24%
Add 62.63%
79,631
KLAC 		KLA Corp2022-03-31Add
+0.12%
●
314.14 ($374.87) 445
$290
-22.64%
Add 101.2%
20,402
MPC 		Marathon Petroleum Corp2022-03-31Add
+0.12%
●
65.66 ($76.02) 85.5
$80.04
5.29%
Add 23.96%
225,483
QRVO 		Qorvo Inc2022-03-31Reduce
-0.12%
●
118.61 ($135.49) 160.45
$94.63
-30.16%
Reduce -50.44%
22,114
SLB 		Schlumberger Ltd2022-03-31Reduce
-0.12%
●
31.72 ($39.2) 45.08
$32.74
-16.48%
Reduce -68.13%
58,315
SEE 		Sealed Air Corp2022-03-31Add
+0.12%
●
61.02 ($66.65) 70.17
$57.24
-14.12%
Add 177.31%
91,483
TMUS 		T-Mobile US Inc2022-03-31Add
+0.12%
●
101.62 ($119.02) 128.95
$136.05
14.31%
Add 73.19%
73,796
ULTA 		Ulta Beauty Inc2022-03-31Add
+0.12%
●
349.42 ($376.38) 418.74
$374.71
-0.44%
Add 510.02%
11,511
AES 		The AES Corp2022-03-31New Buy
+0.11%
●
20.55 ($22.59) 25.73
$20.82
-7.84%
New holding
133,640
GOOGL 		Alphabet Inc2022-03-31Reduce
-0.11%
●
2519.02 ($2715.99) 2960
$2,239.82
-17.53%
Reduce -6.78%
15,942
APA 		APA Corp2022-03-31Reduce
-0.11%
●
28.06 ($34.83) 41.53
$32.30
-7.26%
Reduce -37.94%
208,902
BWA 		BorgWarner Inc2022-03-31Add
+0.11%
●
35.02 ($42.57) 49.88
$33.33
-21.71%
Add 759.86%
109,426
COHR 		Coherent Inc2022-03-31Reduce
-0.11%
●
249.32 ($261.67) 275.07
$266.22
1.74%
Reduce -71.92%
5,035
CRWD 		CrowdStrike Holdings Inc2022-03-31New Buy
+0.11%
●
156.77 ($185.87) 227.08
$186.36
0.26%
New holding
15,069
DKS 		Dick's Sporting Goods Inc2022-03-31Reduce
-0.11%
●
97.67 ($109.89) 118.15
$79.42
-27.72%
Reduce -81.34%
6,720
DOW 		Dow Inc2022-03-31Reduce
-0.11%
●
56.62 ($60.33) 64.7
$49.84
-17.40%
Reduce -56.74%
47,682
JBL 		Jabil Inc2022-03-31Add
+0.11%
●
52.6 ($61.76) 71.29
$50.44
-18.33%
Add 1424.43%
63,584
LRCX 		Lam Research Corp2022-03-31Add
+0.11%
●
469 ($584.25) 729.82
$384.39
-34.21%
Add 167.54%
10,263
LSCC 		Lattice Semiconductor Corp2022-03-31Add
+0.11%
●
48.86 ($60.09) 78.55
$44.25
-26.36%
Add 730.29%
63,218
MU 		Micron Technology Inc2022-03-31Add
+0.11%
●
69.4 ($85.53) 97.36
$56.23
-34.26%
Add 29.07%
209,066
MSI 		Motorola Solutions Inc2022-03-31Add
+0.11%
●
207.64 ($232.46) 267.43
$208.62
-10.26%
Add 143.92%
25,053
TTEK 		Tetra Tech Inc2022-03-31Add
+0.11%
●
128.6 ($153.68) 172.35
$137.66
-10.42%
Add 394.92%
27,879
TXN 		Texas Instruments Inc2022-03-31Reduce
-0.11%
●
162.47 ($176.33) 191.01
$147.65
-16.27%
Reduce -71.81%
7,640
XPO 		XPO Logistics Inc2022-03-31Reduce
-0.11%
●
60.29 ($70.37) 78.33
$47.73
-32.17%
Reduce -77.77%
12,483
ZTS 		Zoetis Inc2022-03-31Add
+0.11%
●
181.39 ($197.72) 234.03
$172.75
-12.63%
Add 564.31%
21,557
NEWR 		New Relic Inc2022-03-31Sold Out
-0.11%
●
57.81 ($81.96) 109.18
$53.18
-35.11%
Sold Out
0
BIIB 		Biogen Inc2022-03-31Add
+0.10%
●
193.77 ($217.68) 244.14
$210.29
-3.39%
Add 150.29%
25,239
HRL 		Hormel Foods Corp2022-03-31Add
+0.10%
●
46.56 ($48.96) 52.2
$47.18
-3.64%
Add 660.5%
69,555
LHX 		L3Harris Technologies Inc2022-03-31Reduce
-0.10%
●
209.29 ($232.57) 270.74
$228.55
-1.73%
Reduce -49.33%
15,244
MCK 		McKesson Corp2022-03-31Reduce
-0.10%
●
244.61 ($271.69) 310.48
$318.34
17.17%
Reduce -26.16%
35,014
PM 		Philip Morris International Inc2022-03-31Add
+0.10%
●
88.87 ($100.28) 111.9
$97.07
-3.20%
Add 32.93%
136,021
SPGI 		S&P Global Inc2022-03-31Reduce
-0.10%
●
373.37 ($407.24) 461.1
$341.10
-16.24%
Reduce -47.19%
7,630
UNP 		Union Pacific Corp2022-03-31Reduce
-0.10%
●
238.04 ($252.38) 276.69
$208.38
-17.44%
Reduce -36.54%
21,272
AUY 		Yamana Gold Inc2022-03-31Add
+0.10%
●
3.86 ($4.72) 5.74
$4.34
-8.05%
Add 369.27%
735,879
BR 		Broadridge Financial Solutions Inc2022-03-31Sold Out
-0.10%
●
140.89 ($153.37) 180.95
$144.75
-5.62%
Sold Out
0
100/Page
Total 47748
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